Qif To Qfx Converter Free Mac

  

Please notice that this product is discontinued and no longer available for download.

  1. Convert Csv To Qfx
  2. Csv To Qif Converter
  3. Csv To Qif Converter Freeware

See a step-by-step tutorial at tutorial shows how to convert a QIF file from your bank or credit card statement. Import created QIF files into Quicken 2007 for Mac, iBank/Banktivity, YNAB, AccountEdge, NetSuite and other personal finance or accounting software supporting QIF import. Bank2QFX for Mac v.3.3.0 Finally, the solution to import your transactions. Convert QFX/OFX/QBO/QIF to QFX and import into Quicken, (PC/Mac). Review transactions after import. Home Free Online Converter CSV or TSV to QIF or OFX. Convert Details: Free online CSV converter. Save your bank/institution statement as QIF or OFX to then import into your accounting software. This is a FREE tool to convert ofx conversion › Verified 5 hours ago › Url: Go Now › Get more: Ofx conversion Detail.

Another product, Transactions, replaces this app and is maintained with the latest updates.

  • macOS

  • MacOS 10.13 - macOS Big Sur

Convert Csv To Qfx

If you are using Microsoft Edge or have SmartScreen feature activated, and receive a warning about 'unrecognized app', click 'More Info' and then 'Run anyway'.

If you are using Windows XP or do not have administrative rights on your computer, use the Archive (portable) version below.

Please read End User License Agreement before installing software. Use install and uninstall instructions.

Free Trial limitations

  • Free trial converts up to 10 transactions per file.
  • Confirm the parser works - all transactions are available for review inside the application
  • Confirm the file is importable - create a fully functional file with up to 10 transactions per file and confirm your software imports it
  • To convert right away without limitations, please purchase the license - you have the money back guarantee

IMPORTANT: You are downloading a fully functional software that is locked to convert limited number of transactions. You can unlock the software by purchasing the registration code and registering the software or activating with your existing active registration code. After the software is registered, it becomes fully unlocked. There is no need to re-download software if you already downloaded it (unless you want to download the latest version and install over the existing version on your computer or re-install the software).

Software requirements for Windows

  • Microsoft Windows 10/8.1/8/7/2008/2003/Vista/2000/XP
  • Works on Linux with Wine as well
  • User the with administrator privileges (see archive version below to use without the administrator privileges)

Software Requirements for Mac

  • Mac OS X 10.13 or later (macOS Big Sur is supported)
  • Allow Applications from 'Mac App Store and identified developers' under System Preferences, Security and Privacy

Download and Installation Instructions

Windows Installer (regular download)

  • If not yet downloaded, click on the Windows Download button above.
  • Click 'Save' in the File Download dialog box.
  • Choose a folder on your computer where the file will be saved and click 'Save'.
  • Wait for the file to download and then click 'Open' button or open the folder where the file was saved and double click on the file (transactions_setup.exe). If a 'Do you want to run this file?' message is displayed, check if the publisher ProperSoft INc (is digitally signed by ProperSoft Inc.) and then click 'Run'.
  • Follow the Transactions installer instructions.
  • Start from the shortcut on your desktop or the Start menu.
  • If you have any questions regarding the installer, please use the support page to contact us.

Windows Archive (Portable) version

  • Click on the to download the archive file.
  • Select a folder to save the file and click 'Save'.
  • Unzip archive to desired folder (the folder name 'Transactions' is preferred).
  • Open created folder and make the right click on 'transactions.zip' and select the 'Send To' menu and then 'Desktop (create shortcut)'.
  • Double click on 'qif2qfx.exe' or on created desktop shortcut to start Transactions.
  • If you have any questions regarding the Transactions archive, please use support page to contact us.

macOS version

  • If not yet downloaded, click on the Mac Download button above.
  • Double click downloaded Zip file in your Downloads folder
  • Open Transactions-mac folder and drag Transactions icon to your Applications folder

Uninstall Instructions

Windows Installer version

Open Programs and Features under Control Panel under the Start Menu, locate Transactions, click it to select and click the Uninstall/Remove button. Follow the uninstaller instructions to complete uninstall.

Windows Archive (Portable) version

Using the file explorer, locate the folder where Transactions was unzipped, and delete the application.

macOS version

Csv To Qif Converter

Qfx

Locate Transactions under the Applications folder and click-drag it to the recycle bin icon on the dock.

End User License Agreement

EULA can be found here

Intuit is not a Mac friendly company. They make an OS X version of Quicken, but it is artificially crippled in order to try to get banks to pay them money. Intuit will only let you import files from banks that pay extra to let their customers download transactions into Quicken for Mac. The fact that you paid for Quicken and the bank paid for a Quicken server isn’t enough. They want the banks to pay another fee for their Mac users–even though there is no additional hardware or software involved. The end result is that Mac users get a product that will only work with a handful of banks. This article discusses a method to get around this limitation.

When I used a PC I was a heavy Microsoft Money user. When I switched to a Mac, I assumed that after all the good things I had heard about Quicken that I’d be better off. This did not turn out to be the case. I bought a copy of Quicken, installed it, headed over to my bank’s website and downloaded the QFX file using the WebConnect button and told Quicken to import it. I was greeted with the following error box.

“Unable to verify the financial institution information for this download” makes it sound as if there is a technical problem that should be cleared up soon. I waited 30 minutes and tried again with the same results. The next day I tried it again and got the same error message. After about a week of following the instructions telling me to “try again later”. I gave up and called tech support.

Me: Why can’t I import a QFX file into Quicken Mac.
Quicken: Because your bank doesn’t support Mac QFX files.
Me: But they are both text files based on the OFX standard.
Quicken: But banks decide which formats they want to support.
Me: Are you telling me that there is a difference between an QFX file for a Mac and one for a PC.
Quicken: Yes they are different.
Me: Why would people use OFX if it was limited to only one platform?
Quicken: I don’t know.
Me: Ok on a bank that supports the “Mac format” there is only one link to download. How can it be a different file?
Quicken: I don’t know, but banks have to support the Mac format for Mac users.
Me: I’m looking at a QFX file right now from a bank that supports Macs and one that doesn’t. The file format is identical.
Quicken: No they are different.

It was at this point that I realized I was not going to get anywhere with tech support. So I started trying to figure out what was causing the problem myself.

I don’t know what it is like to use their PC product, but from an OS X standpoint Quicken is Evil. It isn’t that their product is bad, it is that they follow absurd business practices that will make your life miserable if you are using something other than Windows. If you go to the Quicken site and look at their list of supported banks, it looks very good and reassuring. Most major banks are listed, so it should be no problem to download and import transactions. The problem is in the fine print. Very few of the banks support “Quicken for Mac”. This seems odd because the OFX, QFX and QIF file formats are completely independent of the operating system. In fact that is the whole point of OFX–to have a platform independent way of representing financial data. It should work on PalmOS, OS X, Windows, Linux, HPUX, anything.
In older versions of Quicken and other money management software, you’d simply download a .QIF file and import it. QFX can work the same way, but it contains additional information about your account and bank. Most banks have upgraded to using QFX (WebConnect) because it helps prevent repeat transactions so you don’t have to be as careful about selecting the exact dates for import.

It turns out that when you try to import a QFX file, Quicken looks at the ID of the banking institution in the file and then goes to the Intuit web site and asks if it should allow you to import the file. Intuit’s site sees that the request is coming from a Mac and then checks to see if the bank with that ID is listed as supporting the Macs. If they don’t Intuit sends back a message telling Quicken to not allow the file to be imported. Banks have to pay Intuit extra money to say that they support Mac. Since the number of Mac users is smaller than PC users, many banks don’t pay the extra fee. In my opinion this amounts to artificially crippling their product for Mac users. The files are identical for any type of computer.

There is a way around this stupid limitation. You simply tell the QFX file to use a different Bank ID number. If you choose a bank that supports “mac format”, Intuit will let you import the file.

First download the QFX (webconnect) file from your bank and then open it in a text editor. You should see a section that looks something that looks like:

Qfx

INTU.BID stands for the Intuit Bank ID. and INTU.USERID is the bank’s user id. These two numbers function as the username and password to allow or disallow Mac users from importing files. Intuit allows Washington Mutual (shown above) to let their customers use Quicken on a Mac, so by replacing your INTU.BID and INTU.USERID sections with what is shown above you can import the file.

It can be a little tricky to get the file imported because you’ll need to make sure Quicken associates it with the correct account. You may need to change the name of the bank on your account before you import the file. The easiest way is to create a new account when you import the file as shown in the image. You can then go in and edit the name of the account, but you’ll need to leave the name of the bank set to Washington Mutual.

I think it is stupid that you have to do a work around like this to do something as simple as importing a file of text data, but evidentally it is part of Intuit business model. It should be fairly easy to write an automator script or use folder actions to automatically replace the necessary lines. If you are interested in seeing a future article about how to setup automatic conversion, leave a note in the comments. (update: automated method article)

Another possible way to work around the limitation is to redirect all traffic to Intuit to your local machine and return the proper codes to authorize the transaction regardless of which bank a QFX file comes from. Ideally someone could setup their own server to act like Intuit’s server and return affirmitive responses to all requests.

Csv To Qif Converter Freeware

Update: more information in a new article